Gregory Lesko is a CFA® charterholder based in New York, NY, with four years of industry experience. He is affiliated with Deltec Asset Management LLC, where he has worked since 2001. Deltec Asset Management LLC provides discretionary investment management for pooled investment vehicles and separately managed accounts, serving clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an actively managed, fundamental security-level research approach focused on positive absolute returns by targeting out-of-favor sectors and underfollowed opportunities, with an emphasis on special situations and tailored investment solutions.

Henry Asher is a financial advisor with The Northstar Group, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with The Northstar Group since 1986 and is also affiliated with Osaic Wealth Inc. since 1989. Outside of advisory work, he is a licensed insurance agent, reviewing clients' insurance needs in that capacity. The Northstar Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm bases its investment recommendations on client-specific information and adapts portfolios based on changes in client circumstances and market conditions, managing roughly $1.01 billion in discretionary assets.

Matthew Flood is a financial advisor at Abner, Herrman & Brock, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Abner, Herrman & Brock provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets, employing a top-down investment approach that integrates fundamental, technical, cyclical, and quantitative analysis.

Amanda Spiteri is a financial advisor at Valley Wealth Managers, Inc. in New York, NY, holding Series 63 and Series 66 licenses with five years of industry experience. Her prior work includes roles at Northwestern Mutual Investment Services LLC and positions alongside Louis Cannataro and Aaron Bell. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, utilizing a mix of equities, fixed income, and cash, with portfolios often including individual stocks and bonds alongside mutual funds and ETFs when suitable.

Wenjie Weng is a financial advisor at Acrylic Financial, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Transamerica Financial Advisors, Inc., and World Financial Group. Weng has ownership in Aimdar Advisory Group Inc., which provides individual and group life, health, and property/casualty insurance. Acrylic Financial offers portfolio management and financial planning services to individuals, corporations, other advisers, and pooled investment vehicles. The firm combines asset allocation, fundamental and technical analysis, and modern portfolio theory using both passive and active models, and it also manages firm-sponsored private pooled vehicles.

Thomas Sokira is a financial advisor at Cornerstone Planning Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and National Planning Corporation. Outside of his advisory role, Sokira serves as Managing Partner of Anthem Financial Services, conducting 401(k) consulting. Cornerstone Planning Group serves individuals, businesses, retirement plans, foundations, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm emphasizes low-cost, passive investment options and offers fiduciary consulting and retirement-plan services while operating as a fee-only, independent SEC-registered adviser.

Brian Mayer is a financial advisor at RMR Wealth Management in New York, NY, with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Dinosaur Securities, LLC and McGinn, Smith Advisors LLC. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and various managed-account programs. The firm utilizes third-party platforms and managers to tailor portfolios to client goals, employing a range of equity, fixed-income, and alternative investment strategies.

Daniel Katz is a CFP® and holds a Series 66 license with 22 years of industry experience. He is a partner at Revolve Wealth Partners, LLC and has previously worked at Oppenheimer. In addition to his advisory role, Katz is an agent offering fixed insurance solutions through PKS Financial. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified portfolios tailored to client risk profiles, employing mutual funds, ETFs, individual securities, and third-party managers, with a focus on rebalancing and tax sensitivity.

George Audi is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is CEO of Interaudi Bank and has worked at Ameraudi Asset Management, Inc. since 2014. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, utilizing a macro, asset-allocation approach with diversified exposure through index ETFs and other securities. The firm is an affiliate of Interaudi Bank and manages approximately $1.74 billion in client assets.

Marianne D’alessandro is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 19 years of industry experience. She has been with Gagnon Securities since 2005. Outside of her advisory role, she provides administrative support for a family-owned real estate business. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, utilizing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm is dually registered as an SEC investment adviser and FINRA-member broker-dealer, offering both advisory and brokerage services.

Cynthia Raad is a financial advisor at Ameraudi Asset Management, Inc. with a Series 65 credential and three years of industry experience. Her prior work includes roles at Ameraudi Investment Services LLC and academic positions at Cornell University and Lebanese American University. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, focusing on exchange-traded funds and employing a macroeconomic investment approach that integrates fundamental, technical, and macro analysis. The firm serves both domestic and foreign clients and operates with a notable affiliation to an in-house broker-dealer and Interaudi Bank.

Jeffrey Macdonagh is a CFA® charterholder with 18 years of experience at Grandfield & Dodd, LLC, where he has worked since 2008. He has five years of industry experience and is based in New York, NY. Mr. Macdonagh serves on the Board of Directors of Pro Mujer, Inc., a nonprofit organization focused on financial services and microfinance. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm emphasizes long-term, fundamental equity analysis and diversified portfolios that incorporate tax and estate considerations.

Jay Bluestine is a financial advisor with Blue Square Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, and Raymond James Financial Services. He serves as a director on the board of Tactual Labs Co. Blue Square Asset Management advises individuals, family offices, retirement plans, charitable organizations, and other advisers, offering financial planning, investment management, sub-advisory services, and non-discretionary monitoring for private funds. The firm employs a proprietary rules-based Dynamic Cash Allocation® process to manage diversified strategies across various asset classes, including specific exposure to digital assets.

Geza Marx is a financial advisor at Wellington Shields Capital Management, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Marlcroft Asset Management LLC for 23 years. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and offers services including direct portfolio management, third-party manager oversight, and a wrap-fee program.

Jon Tarno is a financial advisor at Cornerstone Planning Group with 16 years of industry experience. He holds the Series 66 designation and has worked with Cornerstone Planning Group and its affiliated firms since 2015. Outside of advisory work, he is involved in insurance brokering and participates as an investor in residential real estate renovation projects. Cornerstone Planning Group serves individuals, businesses, qualified retirement plans, foundations, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm emphasizes low-cost, passive investment strategies and offers ERISA fiduciary consulting services while operating as a fee-only, independent SEC-registered adviser.

Brandon Bottari is a CFP® professional at Seabridge Investment Advisors LLC with two years of industry experience. He previously worked at Blue Ocean Wealth and has a background in education. Seabridge serves a diverse client base including individuals, institutional, and tax-exempt clients, offering discretionary portfolio management and financial planning. The firm is notable for its global equity-focused strategies and its role as a discretionary sub-adviser for other investment advisers.

Natalie Colley is a CFP® professional with Francis Financial in New York, NY, where she has worked since 2015. She has four years of industry experience as part of a seven-advisor team at the firm. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm specializes in investment supervisory services, comprehensive financial planning, and divorce financial planning, employing a range of strategies with quarterly portfolio reviews.

Mark Traver is a CFA® charterholder with 13 years of industry experience. He has been with Neville, Rodie & Shaw Inc. since 2000 and is based in New York, NY. Neville, Rodie & Shaw provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm’s investment approach focuses on fundamental equity analysis, long-term holding periods, and a balanced allocation across asset classes tailored to client objectives and constraints.

James Di Stasi is a financial advisor at Retirable with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, Merrill, and Bank of America. Retirable primarily serves individuals who are retired or approaching retirement, along with trusts and retirement accounts, providing financial planning and discretionary investment management through an online platform. The firm employs diversified ETF portfolios and individualized investment policy statements, offering model portfolio options with regular reviews and rebalancing under a fiduciary standard.

Alexander Orlando is a CFP® with 13 years of industry experience and currently serves as an advisor at Key Client Fiduciary Advisors, LLC. He has previously worked at Wells Fargo Clearing Services, LLC and is involved with Realta Investments Advisors, Inc. and Realta Equities, Inc. Orlando also participates in fixed insurance sales and service. Key Client Fiduciary Advisors, LLC serves individuals, retirement plans, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment management. The firm manages approximately $896 million in discretionary assets and uses a fundamental analysis approach tailored to clients’ objectives, combining in-house portfolio management with selected independent managers.